+420.1%
HUT vs HCA
+329.2%
+90.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.6% |
| 7D | +17.8% | -3.1% | +20.9% | +19.2% |
| 30D | +0.8% | -1.1% | +2.0% | +0.8% |
| 3M | -26.8% | +12.2% | -38.9% | -31.6% |
| 6M | +72.6% | -25.3% | +97.9% | +91.8% |
| YTD | +103.6% | -12.9% | +116.6% | +109.3% |
| 1Y | +265.3% | -0.9% | +266.2% | +251.6% |
| 3Y | +689.4% | +47.6% | +641.8% | +483.3% |
| 5Y | +75.3% | +67.0% | +8.4% | +19.1% |
| All | +420.1% | +329.2% | +90.9% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HCA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling